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ID381 - On Hold with Leasing Company, Overview & Sample

Automatically place customers past due with lease company on hold.

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts 

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Overview

Overview

We place our customers on credit hold to force them to stay current (most often done via eAgent automated task). However, if you are billing through the leasing company you may not know when the customer is late. The leasing company pays you once they are paid and this process ties that together and allows you to also place customers late with the leasing company on hold and take them back off when they pay. You must use a unique on hold code for this process that is not used for anything else. 

When the lease company is billing for any service coverage, Best Practice is to set the Contract Record with BillTo of Lease Company. This creates a pass through billing to record your service revenue, creating an invoice under your Lease Company AR in eAuto. Your lease company only compensates you AFTER the customer has paid them. So if your lease company invoices are past due, then so is your customer. 

Run Schedule: Daily, 15-minutes prior to your Variable2 setting

Type of Output: Email

 

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Sample

Sample

ID381Sample.PNG

 

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Variables

Variables

ID381Variables.PNG

Variable W: Enter OnHoldCode to be used by the process (will place customers on this OnHoldCode and will only remove customers from this OnHoldCode) - only one OnHold Code permitted and you will need to create in eAuto:

ID381OnHoldCode.PNG

Variable X: Dollars Overdue - Enter how many $$ overdue before placing Customer on hold

Variable Y: Days Overdue -Enter how many days overdue on lease payment before placing customer on hold

Variable Z: Enter CustomerType(s) indicating which customers are leasing companies

Customer_Type.png

Variable 1: Sort Order - Enter 'Customer Name', 'Customer Number' or 'Action Taken' to order according to those fields, or 'Parent' to group Parent and Child accounts together

Variable 2: Time of Day (in AM/PM) eAgent functionality runs to place customers auto on/off hold. We will set this alert to fire 15-minutes prior.

Variable 3: Enter BranchNumbers for alert to trigger on (leave blank for ALL)

 

 

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Alert Functionality

Alert Functionality

-Alert will:

1. identify Contract Invoices with Bill To of lease company (set on VariableZ) and

2. if invoice is past due (set on VariableY) and

3. if Customer Record is set to use eAgent to put on/off hold

4. THEN the alert will put Customer Record on hold with OnHold Code listed on VariableW

-Alert will also remove customer from that OnHold Code, if invoices become current.

-If a contract is past due and the customer listed on the contract is a "child/location" customer of another customer record (Parent customer), the parent customer will be included and reference to "See Child accounts".

Column Explanations

Column Explanations

Action Taken 

Place on Hold - by review of this alert, this account/contract should be put OnHold. Our alert will override OnHold code of CH, but nothing else. See PrevOnHoldCode column, for what the OnHold is. If states 'None', then this account not set to use eAgent to be placed on/off hold.

Qualified, no action. On Hold - this Contract qualifies to be put OnHold via this alert; however, account already on hold (with OnHold code other than CH)

Qualified, no action. AutoOnHold off - this Contract qualifies to be put OnHold via this alert; however, account not set to use eAgent task to automatically place account on/off hold:

eAgent.png

Customer = Customer Number an Name listed on Contract(s)

Bill To = Bill To Number and Name on Contract(s)

Contract(s) = Contracts past due causing qualification on alert

Previous OnHoldCode = previous On Hold Code, prior to alert firing

Max Days Past Due = oldest contract invoice days past due

Max Past Due Date = oldest contract invoice due dtte

 

 

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Best Practices & Tips

Best Practices & Tips

-Requires best practice of setting Contract Record with BillTo of lease company and of posting payments from leasing company in a timely manner.

-Placing or releasing a hold on the customer record has no effect on any open transactions. 

-See THIS LINK on Best Practice for setting ONE Contract Record to bill base to lease company and overages to customer

-See THIS LINK on how to set eAgent to auto place customers on/off hold

-You will need to create OnHold code matching that which is listed in VariableW of your alert subscription:

ID381OnHoldCode.PNG

 

 

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Related Alerts

Related Alerts

None  at this time

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